Mutiny Investing Podcast

53. Robert Mullin - Upstream Downstream

Jul 27, 2023

56:47

Creator website

Episode guests

Robert Mullin

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Episode notes

Introduction

2min

The Power of Nature

3min

The Romantic Life of a Backpacker

3min

The Transition to EVs

5min

The Future of Batteries

3min

The Evolution of Microship Technology

2min

The Importance of Renewable Energy in the Energy Transition

3min

The Cost Structure of Renewable Energy

5min

The Input Costs of Mining

5min

10.

The Asymmetric Bank and the Keynesian Beauty Contest

4min

11.

How to Achieve Positive Convexity in the Natural Resource Space

2min

12.

How to Build a Gold Asset Manager

4min

13.

The Importance of Structure in a Portfolio

2min

14.

The Long Volatility Overlay

4min

15.

How to Hedge Out and Neutralize Global Macro

3min

16.

The Potential for European Power Markets

3min

17.

How to Be a Better Portfolio Manager

2min

In this episode, I talk with Robert Mullin from Marathon Resource Advisors. Robert is a finance professional with 25+ years of experience managing natural resource investment portfolios for individuals, family offices and institutions.

We talk about:

State of commodity producers
Tangential investing ideas
Problems in Europe
Yield farming and more!

This podcast was recorded at the stunning Edgewood Resort, situated by the serene Lake Tahoe, where a wonderful private event was organized by Collective.

Collective is a curated community investors and entrepreneurs eager for in-person experiences, authentic connections, and idea sharing.

I hope you enjoyed this conversation with Robert as much as I did!